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Tanvi Davda, Saranac
From Wealth Management / Private Banking February 28, 2019

Saranac start-up sees gap in bespoke solutions market

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

Bill Browder
From Wealth Management / Business Models February 27, 2019

Danske scandal should lead to renewed scrutiny of new clients

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds

Ari Tatos, Stonehage Fleming
From Wealth Management / Business Models February 25, 2019

Catering to the new breed of global family

There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters 

Marina Lui, UBS
From Wealth Management / Profiles February 20, 2019

Hong Kong central to UBS plans for Greater Bay Area

Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

Michael Blake, UBP
From Wealth Management / Profiles December 17, 2018

UBP bets on Hong Kong hub to open up Asia

Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

Frank Zhang, China AM
From Wealth Management / Private Banking December 17, 2018

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

PWM 1218 cover
From Wealth Management / Private Banking December 17, 2018

Banking brands battle to stand out from the crowd

It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable 

Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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